U.S. federal trademark · Serial No. 76029532
Educational services, namely, online seminars on investment, trust and estate planning, custody of financial accounts, philanthropy involving monetary donations, borrowing and financial planning
Banking services for individuals, families privately held companies and foundations, financial services in the nature of an investment security, and investment advice and management by means of a global computer network; providing on-line, interactive information in the field of investment, trust and estate planning, borrowing of money, custody of financial accounts, philanthropy involving monetary donations and financial planning; providing global financial portfolio management, investment strategies and family wealth planning to individuals, privately held companies and foundations
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.